This round of AI hardware growth is alarming Micron MU has reached almost 70% since the end of last year. Not to mention optical modules, such as Zhongji Xuchuang and Tianfu Communication, which have doubled or doubled in price. Every time I see analysts say 'HBM supply exceeds demand' or '800G optical module shipments exceed expectations', I feel like the entire market is pouring money into computing infrastructure. The logic is correct. AI requires computing power, which requires chips, storage, and high-speed optical connectivity But I have always had a vague feeling: everyone is going to roll "how fast to calculate", but it seems that they don't care too much about "whether it's connected or not". Tell me a real experience Last month I was on a business trip, and as soon as my phone arrived in the local area, it turned into a brick. Let's start international roaming for 28 yuan a day, with limited data usage. Buy a local card, wait in line for half an hour at the airport, change cards, find needles, set up APNs, and sweat profusely. A friend who does cross-border e-commerce is even more miserable. He flies to four countries in a month and has three eSIM cards and two physical cards stored in his phone. It takes ten minutes to test which card works every time he lands. At that moment, I was thinking: What does the speed of the optical module have to do with me? I can't even send a TG message Computing power determines how complex problems you can handle, but the internet determines whether you can be present in this world* So a few days ago, when I saw the news that XPIN eSIM had been added to the Base Chain, I suddenly felt that this matter may be more worthy of attention than another company releasing HBM What does XPIN do? It's about transforming the concept of 'global internet access' from' buying a card for each country 'to' a universal app '. When you arrive locally, AI will automatically help you switch to the best network without comparing prices, changing cards, or researching which carrier is cheaper The key is that Base has personally forwarded it. In fact, XPIN is not only the main provider of eSIM in the major ecosystems of Bitget, Gate, and Line, but also the only provider in some ecosystems The DePIN track has been shouting about its "practical value" for so long, and XPIN has truly achieved success - with over 200000 users covering 149 countries By depositing XPIN into a loyal deposit account, you can receive free access to data from over 140 countries around the world, and receive deposit returns as you wish. Equivalent to saving money and earning interest, in addition to the interest, you also receive a free global data package For digital nomads and multinational business professionals, this is equivalent to completely resetting the "monthly data fee of a few hundred yuan" to zero. For ordinary users, traveling no longer counts as "how much money do you spend on the internet a day" Now XPIN is on Base, with better liquidity and lower gas fees No matter how powerful your computing power is, it's useless whether you connect to the internet or not